Funnel Stages
The sales process is organized into distinct stages to provide clear visibility into your pipeline:- Lead: Initial contact or inquiry.
- Qualified Lead: Leads identified as a fit for your services.
- Proposal: Active service offer and pricing submission.
- Negotiation: Review and refinement of the proposal details.
- Contract Sent: Formal agreement awaiting final authorization.
- Closed: The finalization of the negotiation process.
- Won: Successful conversion and commencement of the partnership.
Customer Insights
From the Sales Funnel, you can dive deep into individual customer profiles:- Communication History: View all past messages and interactions with a specific lead.
- Task Overview: See all open and completed tasks associated with the account.
- Inquiry History: Track all service requests submitted by the customer.
- Business Analysis: Access comprehensive reports and data analysis for each company.
